Institutional Consulting Services

Local Service and Global Resources

RBC Wealth Management provides consulting services through an advisory relationship to large public and private retirement plans, which may include 401(k) and 403(b) plans, pension plans and Taft-Hartley plans, as well as hospitals, foundations and endowments.

Our process is driven solely by your particular needs and is designed to assist your organization in fulfilling its fiduciary obligations. Local services include:

Investment policy review and development

Investment selection and monitoring

Benchmarking and fee analysis

Asset allocation studies

Portfolio construction

Ongoing performance monitoring

Custodial services

In addition, for retirement plans, we provide all of these services, plus, plan design, provider searches, employee education and employee communication.

RBC Wealth Management has offices in major metropolitan areas across the United States and Canada and operates in over 20 countries outside of North America. Global resources include:

International trading and research

International custody

International trusts

Find a trusted partner

Contact a branch director and ask to speak with a financial advisor specializing in institutional consulting services.